10 Midweek AM Reads

Good snowy morning. Here are my weather-delayed commuting reading materials:

• Private Investment and the Business Cycle (Calculated Risk), see also Recession’s True Cost Is Still Being Tallied (NY Times)
• Decision making under uncertainty (O’Reilly Radar)
• UBS at Davos: ‘Technology will save the day’ (FT Alphaville), see also Macro problems, micro solutions (PDF) (UBS)
• Managing Risk In A Mature Bull Market (Ciovacco Capital)

 

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